See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EARDLEY FINANCIAL AGENCY1 year Service code 27 3018 PLEASANT VALLEY BLVD · ALTOONA, PA 16602 | Advisory (Plan) | $44,146 |
Filed as: JPMORGAN INVESTMENT HOLDINGS LLC Service code 64 · EIN 71-0930745 | Recordkeeping Fees | $4,617 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 13 440 MONTICELLO AVENUE · NORFOLK, VA 23510 | Contract Administrator | $1,445 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,805 | $52,953+41.3% | $172,739-56.7% | $65,185+14.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.10% | 30.12%-12.0pp | 802.84%-784.7pp | 29.38%-11.3pp |
| Employer contribution / active EE | $3,393 | $2,190+55.0% | $5,143-34.0% | $2,177+55.9% |
| Participant deferral / active EE | $2,574 | $2,471+4.2% | $5,198-50.5% | $3,514-26.7% |
| Admin fee / account holder | $181 | $472-61.7% | $13,954-98.7% | $847-78.7% |